MondegarAI
APG Asset Management US Inc.

Q3 2024 · 13F-HR

APG Asset Management US Inc.holdings as filed

Filed 2024-11-14 · accession 0001323255-24-000020

$14.78B
Reported value
156
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74340W103PLDPROLOGIS INC.$2.47B16.7%19,804,666CommonSHARED
253868103DLRDIGITAL RLTY TR INC$1.48B10.00%9,217,572CommonSHARED
29444U700EQIXEQUINIX INC$1.24B8.38%1,402,055CommonSHARED
29476L107EQREQUITY RESIDENTIAL$857.5M5.80%11,606,916CommonSHARED
92276F100VTRVENTAS INC$821.3M5.56%12,854,745CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$819.7M5.55%6,999,794CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$792.0M5.36%2,199,652CommonSHARED
101121101BXPBXP INC$585.8M3.96%7,351,357CommonSHARED
46187W107INVHINVITATION HOMES INC$583.2M3.95%16,811,758CommonSHARED
756109104OREALTY INCOME CORP$513.4M3.47%8,149,528CommonSHARED
464288513HYGISHARES TR$481.3M3.26%6,026,000CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$459.7M3.11%2,578,613CommonSHARED
03064D108COLDAMERICOLD REALTY TRUST INC$455.4M3.08%16,394,705CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$441.6M2.99%2,798,000CommonSHARED
49446R109KIMKIMCO RLTY CORP$341.8M2.31%14,808,876CommonSHARED
222795502CUZCOUSINS PPTYS INC$229.5M1.55%7,833,649CommonSHARED
42226K105HRHEALTHCARE RLTY TR$224.1M1.52%12,518,916CommonSHARED
758849103REGREGENCY CTRS CORP$221.2M1.50%3,064,603CommonSHARED
49427F108KRCKILROY RLTY CORP$196.1M1.33%5,124,912CommonSHARED
95040Q104WELLWELLTOWER INC$167.7M1.14%1,314,566CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$146.2M0.99%862,004CommonSHARED
925652109VICIVICI PPTYS INC$118.3M0.80%3,611,339CommonSHARED
902653104UDRUDR INC$64.7M0.44%1,441,012CommonSHARED
866674104SUISUN CMNTYS INC$59.9M0.41%447,638CommonSHARED
46284V101IRMIRON MTN INC DEL$56.8M0.38%480,000CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$51.6M0.35%232,343CommonSHARED
92936U109WPCWP CAREY INC$47.6M0.32%776,897CommonSHARED
76169C100REXRREXFORD INDL RLTY INC$46.1M0.31%933,141CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$44.3M0.30%1,952,280CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$41.9M0.28%2,255,619CommonSHARED
637417106NNNNNN REIT INC$34.8M0.24%716,995CommonSHARED
297178105ESSESSEX PPTY TR INC$31.8M0.22%108,610CommonSHARED
11120U105BRXBRIXMOR PPTY GROUP INC$31.3M0.21%1,122,691CommonSHARED
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$31.1M0.21%928,367CommonSHARED
67066G104NVDANVIDIA CORPORATION$30.0M0.20%256,051CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$29.7M0.20%277,693CommonSHARED
929042109VNOVORNADO RLTY TR$25.5M0.17%649,081CommonSHARED
11135F101AVGOBROADCOM INC$23.9M0.16%142,709CommonSHARED
594918104MSFTMICROSOFT CORP$23.3M0.16%55,359CommonSHARED
004239109AKRACADIA RLTY TR$19.8M0.13%852,449CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$19.7M0.13%1,121,336CommonSHARED
64119V303NTSTNETSTREIT CORP$19.1M0.13%1,164,563CommonSHARED
49803T300KRGKITE RLTY GROUP TR$18.8M0.13%717,492CommonSHARED
23128Q101CURBCURBLINE PPTYS CORP$17.4M0.12%768,868CommonSHARED
637870106NSANATIONAL STORAGE AFFILIATES$16.6M0.11%350,000CommonSHARED
387437114GRT-UCADGRANITE REAL ESTATE INVT TR$15.1M0.10%250,000CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$15.1M0.10%25,909CommonSHARED
464287242LQDISHARES TR$15.0M0.10%133,000CommonSHARED
91704F104UEURBAN EDGE PPTYS$13.2M0.09%620,612CommonSHARED
79466L302CRMSALESFORCE INC$13.0M0.09%47,925CommonSHARED
68389X105ORCLORACLE CORP$12.4M0.08%74,225CommonSHARED
532457108LLYELI LILLY & CO$11.8M0.08%13,363CommonSHARED
229663109CUBECUBESMART$11.3M0.08%213,755CommonSHARED
45378A106IRTINDEPENDENCE RLTY TR INC$10.1M0.07%500,000CommonSHARED
53566V106LINELINEAGE INC$9.1M0.06%119,081CommonSHARED
58933Y105MRKMERCK & CO INC$9.0M0.06%78,259CommonSHARED
00287Y109ABBVABBVIE INC$8.1M0.05%41,129CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$7.9M0.05%49,526CommonSHARED
398182303AHRAMERICAN HEALTHCARE REIT INC$7.4M0.05%292,952CommonSHARED
82981J851SITCSITE CTRS CORP$6.6M0.04%384,434CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$6.4M0.04%91,691CommonSHARED
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$5.7M0.04%360,613CommonSHARED
747525103QCOMQUALCOMM INC$5.6M0.04%34,076CommonSHARED
63633D104NHINATIONAL HEALTH INVS INC$5.6M0.04%67,303CommonSHARED
81762P102NOWSERVICENOW INC$5.5M0.04%6,386CommonSHARED
882508104TXNTEXAS INSTRS INC$5.4M0.04%26,812CommonSHARED
00724F101ADBEADOBE INC$5.2M0.03%10,283CommonSHARED
461202103INTUINTUIT$5.2M0.03%8,515CommonSHARED
040413106ANETEURARISTA NETWORKS INC$5.1M0.03%13,385CommonSHARED
038222105AMATAPPLIED MATLS INC$5.0M0.03%25,466CommonSHARED
235851102DHRDANAHER CORPORATION$4.3M0.03%15,625CommonSHARED
17275R102CSCOCISCO SYS INC$4.3M0.03%80,988CommonSHARED
031162100AMGNAMGEN INC$4.0M0.03%12,448CommonSHARED
98978V103ZTSZOETIS INC$3.6M0.02%18,670CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$3.6M0.02%8,063CommonSHARED
366651107ITGARTNER INC$3.6M0.02%7,115CommonSHARED
595112103MUMICRON TECHNOLOGY INC$3.4M0.02%33,548CommonSHARED
268150109DTDYNATRACE INC$3.3M0.02%64,018CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$3.2M0.02%9,802CommonSHARED
40412C101HCAHCA HEALTHCARE INC$3.2M0.02%7,791CommonSHARED
482480100KLACKLA CORP$3.1M0.02%4,134CommonSHARED
98138H101WDAYWORKDAY INC$3.1M0.02%12,701CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$2.9M0.02%34,143CommonSHARED
82509L107SHOPSHOPIFY INC$2.9M0.02%36,553CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.8M0.02%6,000CommonSHARED
458140100INTCINTEL CORP$2.7M0.02%118,810CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$2.6M0.02%2,507CommonSHARED
58155Q103MCKMCKESSON CORP$2.5M0.02%4,952CommonSHARED
375558103GILDGILEAD SCIENCES INC$2.4M0.02%28,965CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$2.4M0.02%21,233CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$2.3M0.02%6,440CommonSHARED
032095101APHAMPHENOL CORP NEW$2.3M0.02%36,408CommonSHARED
871607107SNPSSYNOPSYS INC$2.3M0.02%4,616CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$2.2M0.01%8,249CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$1.9M0.01%6,941CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$1.9M0.01%26,667CommonSHARED
125523100CITHE CIGNA GROUP$1.8M0.01%5,301CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$1.8M0.01%7,850CommonSHARED
46266C105IQVIQVIA HLDGS INC$1.8M0.01%7,748CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$1.7M0.01%5,825CommonSHARED
12514G108CDWCDW CORP$1.7M0.01%7,972CommonSHARED
049468101TEAMATLASSIAN CORPORATION$1.7M0.01%10,324CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.6M0.01%16,377CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.6M0.01%6,711CommonSHARED
444859102HUMHUMANA INC$1.6M0.01%5,789CommonSHARED
036752103ELVELEVANCE HEALTH INC$1.6M0.01%3,040CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$1.6M0.01%29,351CommonSHARED
69370C100PTCPTC INC$1.5M0.01%8,691CommonSHARED
303250104FICOFAIR ISAAC CORP$1.4M0.01%752CommonSHARED
252131107DXCMDEXCOM INC$1.4M0.01%21,367CommonSHARED
64110D104NTAPNETAPP INC$1.4M0.01%11,613CommonSHARED
G87052109TELTE CONNECTIVITY PLC$1.4M0.01%9,414CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$1.3M0.01%1,473CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.3M0.01%16,543CommonSHARED
M98068105WIXWIX COM LTD$1.3M0.01%8,041CommonSHARED
H01301128ALCALCON AG$1.2M0.01%11,607CommonSHARED
126650100CVSCVS HEALTH CORP$1.1M0.01%17,833CommonSHARED
833445109SNOWSNOWFLAKE INC$1.0M0.01%9,102CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$997,6340.01%6,807CommonSHARED
717081103PFEPFIZER INC$961,8500.01%33,549CommonSHARED
23804L103DDOGDATADOG INC$949,6810.01%8,332CommonSHARED
682189105ONON SEMICONDUCTOR CORP$924,2180.01%13,008CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$921,1000.01%10,048CommonSHARED
15135B101CNCCENTENE CORP DEL$918,6310.01%12,424CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$909,2520.01%13,967CommonSHARED
45168D104IDXXIDEXX LABS INC$902,6550.01%1,822CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$777,3520.01%38,965CommonSHARED
336433107FSLRFIRST SOLAR INC$767,4650.01%3,189CommonSHARED
922475108VEEVVEEVA SYS INC$739,1270.01%3,560CommonSHARED
880770102TERTERADYNE INC$609,8650.00%4,728CommonSHARED
60937P106MDBMONGODB INC$567,0440.00%2,201CommonSHARED
G8473T100STESTERIS PLC$541,1150.00%2,295CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$537,8610.00%364CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$521,4580.00%4,858CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$516,5100.00%2,733CommonSHARED
216648501COOCOOPER COS INC$500,2980.00%4,617CommonSHARED
60770K107MRNAMODERNA INC$492,5810.00%7,705CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$466,1760.00%4,885CommonSHARED
29355A107ENPHENPHASE ENERGY INC$461,9250.00%4,154CommonSHARED
881624209TEVATEVA PHARMACEUTICAL INDS LTD$459,8440.00%26,024CommonSHARED
74624M102PPURE STORAGE INC$455,5120.00%9,340CommonSHARED
98980G102ZSZSCALER INC$454,3800.00%2,721CommonSHARED
466313103JBLJABIL INC$445,6580.00%3,740CommonSHARED
896239100TRMBTRIMBLE INC$444,1930.00%7,307CommonSHARED
071813109BAXBAXTER INTL INC$435,7230.00%11,805CommonSHARED
016255101ALGNALIGN TECHNOLOGY INC$407,5260.00%1,661CommonSHARED
05352A100AVTRAVANTOR INC$401,0260.00%15,776CommonSHARED
45784P101PODDINSULET CORP$381,3950.00%1,626CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$371,4280.00%1,038CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$359,4150.00%1,285CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$309,0010.00%4,408CommonSHARED
74736K101QRVOQORVO INC$281,1800.00%2,818CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$263,8010.00%2,311CommonSHARED
148806102CTLTEURCATALENT INC$253,2070.00%4,204CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$231,5370.00%1,193CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$203,1880.00%3,960CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.